Fund Setup - BizBone

Add a Fund

1

Navigate to Fund Setup

A F F Nav

2

Select Add Fund

A F F Add

3

Fill in the required information

A F F C Add

Select Add to complete or Cancel to exit without saving changes.

Edit a Fund

1

Select the edit icon

A F F Edit

2

Fill in the required information

A F F C Edit

Select Save to complete or Cancel to exit without saving changes.

Deactivate a Fund

1

Select the deactivate icon

A F F Deactivate

2

Confirm the action

A F F C Deact

Select Deactivate to complete or Cancel to exit without saving changes.